CSI
Clark & Stuart Inc. Portfolio
Invests via Clark & Stuart Inc. | Managed by Michael Henry Stuart, Charles S. “Rocky†Clark
Invests via Clark & Stuart Inc.
Managed by Michael Henry Stuart, Charles S. “Rocky†Clark
Automatically Tracked
Company Profile
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Investment Philosophy & Strategy
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
3.06%
Gain
Monthly
0.16%
Yearly
1.98%
Drawdown
14.19%
$161.37M
Equity
Holdings
$161.37M
Investment
$140.64M
$24.92M
Profit -$1.17M
Realized
$4.19M
Unrealized
$20.73M
Dividends
$5.81M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.17M
Win %
66%
This Week
Compared To Last Week
Gain
0.37%
Profit
$592,612.29
Win %
66%
This Month
Compared to last month
Gain
1.06%
Profit
$1.69M
Win %
66%
This Year
Compared to last year
Gain
1.05%
Profit
$1.65M
Win %
67%
STX Seagate Technology Holdings plc
+5.72%
+$15,389.42 
CVX Chevron Corporation
+1.58%
+$11,226.78 
JNJ Johnson & Johnson
+1.37%
+$160,369.18 
XOM Exxon Mobil Corporation
+1.32%
+$27,864.96 
ABT Abbott Laboratories
+1.3%
+$44,417.28 
GE General Electric Company
+1.13%
+$6,747 
ADBE Adobe Inc.
+1.05%
+$43,020.45 
CAT Caterpillar Inc.
+0.75%
+$1,423.44 
UPS United Parcel Service, Inc.
+0.7%
+$70,186.26 
EMR Emerson Electric Co.
+0.3%
+$4,870.85 
BA Boeing Company
+0.29%
+$632.4 
AAPL Apple Inc.
+0.2%
+$6,332.7 
KO The Coca-Cola Company
-4.14%
-$75,368.63 
IBM International Business Machines Corporation
-3.45%
-$5,790.85 
SYK Stryker Corporation
-3.31%
-$94,144.54 
SBUX Starbucks Corporation
-2.73%
-$15,433.44 
FAST Fastenal Co.
-2.72%
-$210,362.8 
GOOGL Alphabet Inc
-2.57%
-$10,327.31 
GOOG Alphabet Inc
-2.56%
-$17,575.1 
CAC Camden National Corporation
-2.46%
-$13,445.25 
ITW Illinois Tool Works Inc.
-2.31%
-$38,828.4 
APP AppLovin Corporation Class A Common Stock
-2.31%
-$4,024.03 
URI United Rentals, Inc.
-2.2%
-$5,656.8 
FLO Flowers Foods, Inc.
-2.14%
-$2,146 
AMGN Amgen Inc.
-2.04%
-$4,816.47 
NVDA NVIDIA Corporation
-1.98%
-$5,719.85 
SJM The J.M. Smucker Company
-1.97%
-$161,662.5 
PEP PepsiCo, Inc.
-1.89%
-$110,446.85 
HSY The Hershey Company
-1.86%
-$24,664.25 
IDXX IDEXX Laboratories, Inc.
-1.78%
-$6,613.89 
NYT New York Times Co.
-1.62%
-$170,526.04 
MSFT Microsoft Corp.
-1.49%
-$18,479.54 
INTC Intel Corporation
-1.44%
-$19,224.8 
CRDO Credo Technology Group Holding Ltd.
-1.31%
-$2,440.62 
IWF iShares Russell 1000 Growth ETF
-1.26%
-$55,444.14 
GPC Genuine Parts Company
-1.25%
-$29,432.79 
NDSN Nordson Corporation
-1.25%
-$77,636.13 
PG Procter & Gamble Co
-1.22%
-$14,858.55 
ECL Ecolab Inc.
-1.11%
-$7,038.02 
KMB Kimberly-Clark Corporation
-0.97%
-$73,222.68 
VRT Vertiv Holdings Co
-0.9%
-$1,610.4 
CSX CSX Corporation
-0.85%
-$1,944.45 
CI The Cigna Group
-0.85%
-$2,008.6 
RPM RPM International Inc.
-0.83%
-$33,356.4 
GWW W.W. Grainger, Inc.
-0.81%
-$11,226.6 
ADP Automatic Data Processing Inc.
-0.72%
-$65,637.54 
SYY Sysco Corporation
-0.68%
-$51,936.64 
MMM 3M Company
-0.65%
-$57,249.57 
MDT Medtronic plc
-0.44%
-$2,969.99 
APD Air Products and Chemicals, Inc.
-0.44%
-$6,783.45 
CBSH Commerce Bancshares, Inc.
-0.42%
-$20,837.75 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$1,295.23 
VZ Verizon Communications Inc.
-0.39%
-$945.03 
SLB Schlumberger Limited
-0.38%
-$6,285.42 
PH Parker-Hannifin Corporation
-0.33%
-$960.51 
JPM JPMorgan Chase & Co.
-0.29%
-$3,903.57 
MRK Merck & Co., Inc.
-0.14%
-$18,317.88 Events
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Dividends
Dividend Analysis
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| Trades 271 | Longs Won 175/271 64% | Profit Factor 5.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $444,256.94 |
| Average Win $171,409.07 | Best Trade (Jul 15) $4.84M | Sharpe Ratio -10.2 |
| Average Loss -$52,891.1 | Worst Trade (Jul 15) -$874,234.52 | Z-Score 3.66 (99.97%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $91,952.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,049 | 2,744 | 2,439 | 2,134 | 1,829 | 1,524 | 1,220 | 915 | 610 | 305 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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